TRIAD FINANCIAL ADVISORS, INC.
CRD #118583 SEC #801-80645 GREENSBORO, NC 336-230-0071
SEC Registered
Total AUM
$863.1M
Discretionary
$842.5M
Employees
19
Clients
1
Accounts
2,470
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2023 | $863.1M | $842.5M | $20.6M | 19 | 4 |
| Mar 2023 | $863.1M | $842.5M | $20.6M | 19 | 4 |
| Apr 2022 | $964.5M | $942.1M | $22.3M | 20 | 2 |
| Mar 2022 | $964.5M | $942.1M | $22.3M | 20 | 2 |
| Mar 2021 | $802.3M | $782.4M | $19.9M | 17 | 2 |
| Sep 2020 | $720.3M | $698.3M | $22M | 14 | 2 |
| Sep 2020 | $720.3M | $698.3M | $22M | 14 | 2 |
| Jun 2020 | $720.3M | $698.3M | $22M | 14 | 2 |
| Jun 2020 | $720.3M | $698.3M | $22M | 14 | 2 |
| Feb 2020 | $720.3M | $698.3M | $22M | 14 | 2 |
| Jul 2019 | $627.9M | $608.4M | $19.5M | 13 | 0 |
| May 2019 | $627.9M | $608.4M | $19.5M | 13 | 0 |
| Mar 2019 | $627.9M | $608.4M | $19.5M | 13 | 0 |
| Aug 2018 | $610.6M | $585.3M | $25.2M | 14 | 0 |
| May 2018 | $610.6M | $585.3M | $25.2M | 14 | 0 |
| Mar 2018 | $610.6M | $585.3M | $25.2M | 14 | 0 |
| Nov 2017 | $506M | $484.3M | $21.6M | 12 | 0 |
| Jun 2017 | $506M | $484.3M | $21.6M | 12 | 600 |
| Jun 2017 | $506M | $484.3M | $21.6M | 12 | 600 |
| Mar 2017 | $506M | $484.3M | $21.6M | 12 | 600 |
| Nov 2016 | $480.5M | $460.8M | $19.6M | 12 | 600 |
| Aug 2016 | $480.5M | $460.8M | $19.6M | 12 | 600 |
| Feb 2016 | $438.9M | $422.1M | $16.7M | 12 | 600 |
| Dec 2015 | $413.9M | $392.6M | $21.3M | 12 | 600 |
| Jan 2015 | $413.9M | $392.6M | $21.3M | 12 | 600 |
| Nov 2014 | $406.2M | $384.5M | $21.7M | 13 | 500 |
DateDec 2023
Total AUM$863.1M
Discretionary$842.5M
Non-Disc.$20.6M
Employees19
Clients4
DateMar 2023
Total AUM$863.1M
Discretionary$842.5M
Non-Disc.$20.6M
Employees19
Clients4
DateApr 2022
Total AUM$964.5M
Discretionary$942.1M
Non-Disc.$22.3M
Employees20
Clients2
DateMar 2022
Total AUM$964.5M
Discretionary$942.1M
Non-Disc.$22.3M
Employees20
Clients2
DateMar 2021
Total AUM$802.3M
Discretionary$782.4M
Non-Disc.$19.9M
Employees17
Clients2
DateSep 2020
Total AUM$720.3M
Discretionary$698.3M
Non-Disc.$22M
Employees14
Clients2
DateSep 2020
Total AUM$720.3M
Discretionary$698.3M
Non-Disc.$22M
Employees14
Clients2
DateJun 2020
Total AUM$720.3M
Discretionary$698.3M
Non-Disc.$22M
Employees14
Clients2
DateJun 2020
Total AUM$720.3M
Discretionary$698.3M
Non-Disc.$22M
Employees14
Clients2
DateFeb 2020
Total AUM$720.3M
Discretionary$698.3M
Non-Disc.$22M
Employees14
Clients2
DateJul 2019
Total AUM$627.9M
Discretionary$608.4M
Non-Disc.$19.5M
Employees13
Clients0
DateMay 2019
Total AUM$627.9M
Discretionary$608.4M
Non-Disc.$19.5M
Employees13
Clients0
DateMar 2019
Total AUM$627.9M
Discretionary$608.4M
Non-Disc.$19.5M
Employees13
Clients0
DateAug 2018
Total AUM$610.6M
Discretionary$585.3M
Non-Disc.$25.2M
Employees14
Clients0
DateMay 2018
Total AUM$610.6M
Discretionary$585.3M
Non-Disc.$25.2M
Employees14
Clients0
DateMar 2018
Total AUM$610.6M
Discretionary$585.3M
Non-Disc.$25.2M
Employees14
Clients0
DateNov 2017
Total AUM$506M
Discretionary$484.3M
Non-Disc.$21.6M
Employees12
Clients0
DateJun 2017
Total AUM$506M
Discretionary$484.3M
Non-Disc.$21.6M
Employees12
Clients600
DateJun 2017
Total AUM$506M
Discretionary$484.3M
Non-Disc.$21.6M
Employees12
Clients600
DateMar 2017
Total AUM$506M
Discretionary$484.3M
Non-Disc.$21.6M
Employees12
Clients600
DateNov 2016
Total AUM$480.5M
Discretionary$460.8M
Non-Disc.$19.6M
Employees12
Clients600
DateAug 2016
Total AUM$480.5M
Discretionary$460.8M
Non-Disc.$19.6M
Employees12
Clients600
DateFeb 2016
Total AUM$438.9M
Discretionary$422.1M
Non-Disc.$16.7M
Employees12
Clients600
DateDec 2015
Total AUM$413.9M
Discretionary$392.6M
Non-Disc.$21.3M
Employees12
Clients600
DateJan 2015
Total AUM$413.9M
Discretionary$392.6M
Non-Disc.$21.3M
Employees12
Clients600
DateNov 2014
Total AUM$406.2M
Discretionary$384.5M
Non-Disc.$21.7M
Employees13
Clients500